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Evolution Wealth Advisors’s Universal Health Services UHS Stock Holding History

Evolution Wealth Advisors’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-124
Closed -$12K – 566
2020
Q1 		$12K Sell
124
-22
-15% -$2.79K ﹤0.01% 198
2019
Q4 		$21K Buy
146
+133
+1,023% +$19K 0.01% 221
2019
Q3 		$2K Sell
13
-126
-91% -$18.1K ﹤0.01% 444
2019
Q2 		$18K Buy
+139
New +$17.5K 0.01% 138

Other funds holding UHS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's UHS Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of Universal Health Services (UHS) in Q2 2020, closing a stake of 124 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in UHS in Q2 2019 and held it in 4 quarters. The position peaked at $21K in Q4 2019. 422 funds tracked by Wall St. Rank hold UHS as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining Universal Health Services position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 124 Universal Health Services shares in Q2 2020, an estimated $12K.
  • Evolution Wealth Advisors first reported a position in Universal Health Services in Q2 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Universal Health Services position peaked at $21K in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.